Tax return additional options
Remove data
To remove a data source, click on the Delete icon on the top right within the data source screen.
Completed
- The Completed tick box can be seen in each data source on the top right.
- Ticking the Completed box marks the data source section as Finalised on the Self Assessment screen.
Locking and unlocking
Regular and Admin users can lock data sources or tax returns; however, only Admin users can unlock them. Once locked, no changes can be made until the item is unlocked.
Locking and unlocking data sources
-
To lock a data source, click Lock data on the top right of the data source screen.
- Locked data sources are indicated with a padlock icon in both the data sources list and on the data source page.
- To unlock the data source click Unlock data.
Locking and unlocking tax returns
- To lock a tax return, click Lock tax return above the data sources list.
Once a tax return is locked, changes cannot be made to any of its areas, including the Finalise Tax Return section. The added data sources will also display a padlock icon.
- To unlock a tax return, click Unlock tax return above the data sources list.
